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Schwab US Broad Market ETF
SCHB

Overview Fund Activity

1,167 hedge funds and large institutions have $14.1B invested in Schwab US Broad Market ETF in 2024 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 1,015 increasing their positions, 15 reducing their positions, and 39 closing their positions.

Holders
1,167
Holders Change
+74
Holders Change %
+6.77%
% of All Funds
15.54%
Holding in Top 10
138
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+5.34%
% of All Funds
1.84%
New
131
Increased
1,015
Reduced
15
Closed
39
Calls
$24.8M
Puts
$14.2M
Net Calls
+$10.5M
Net Calls Change
-$2.32M

Top Buyers

1
Empower Advisory Group
1
Empower Advisory Group
Colorado
$111M
2
WCM
2
Weaver Capital Management
Georgia
$33.9M
3
Charles Schwab
3
Charles Schwab
California
$27.6M
4
AF
4
Allworth Financial
California
$20.9M
5
MCM
5
MAI Capital Management
Ohio
$22.6M

Top Sellers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.31B
2
WWM
2
WT Wealth Management
Arizona
$28.8M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$45.5M
4
MIS
4
Morningstar Investment Services
Illinois
$6.41M
5
CHJWM
5
Carlton Hofferkamp & Jenks Wealth Management
Texas
$20.3M
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
276
Berkshire Asset Management
Pennsylvania
$4.69M 198,841 +131,926 +197%
BCM
277
Brookstone Capital Management
Illinois
$4.66M 205,188 +149,734 +270%
LJAC
278
L.J. Altfest & Co
New York
$4.65M 205,019 +135,724 +196%
BPA
279
Beacon Pointe Advisors
California
$4.59M 202,140 +126,313 +167%
PFA
280
Pinnacle Family Advisors
Missouri
$4.54M 199,894 +137,711 +221%
BWM
281
Benchmark Wealth Management
Connecticut
$4.53M 199,659 +138,517 +227%
AFP
282
Ausdal Financial Partners
Iowa
$4.49M 197,989 +163,782 +479%
MHR
283
Matthew Hamilton Rosenberg
$4.47M 197,084 +130,662 +197%
VVP
284
Venture Visionary Partners
Ohio
$4.47M 196,899 +131,254 +200%
AC
285
Avant Capital
Louisiana
$4.46M 196,398 +196,398 New
OCG
286
Opus Capital Group
Ohio
$4.45M 196,170 +130,389 +198%
SOAG
287
Silver Oak Advisory Group
Oregon
$4.28M 188,403 +123,877 +192%
WAP
288
Wealthcare Advisory Partners
Pennsylvania
$4.28M 188,365 +122,461 +186%
CPA
289
Clear Point Advisors
New York
$4.27M 188,039 +125,139 +199%
CIA
290
Compass Ion Advisors
Pennsylvania
$4.21M 185,394 +124,112 +203%
CAM
291
Cozad Asset Management
Illinois
$4.19M 184,671 +123,114 +200%
FFA
292
Farther Finance Advisors
California
$4.18M 184,231 +144,298 +361%
IWC
293
Integrated Wealth Concepts
Massachusetts
$4.14M 182,304 +114,722 +170%
CI
294
Cordant Inc
Oregon
$4.13M 182,145 +120,063 +193%
CAG
295
Crestwood Advisors Group
Massachusetts
$4.06M 179,063 +119,381 +200%
EH
296
Equitable Holdings
New York
$4.03M 177,413 +125,733 +243%
AAP
297
Arax Advisory Partners
Colorado
$4.01M 176,665 +119,494 +209%
OFS
298
OneAscent Financial Services
Alabama
$4M 176,170 +176,170 New
FPAS
299
Focus Partners Advisor Solutions
Missouri
$3.95M 173,827 +109,391 +170%
QCG
300
Quadrant Capital Group
Ohio
$3.93M 173,141 +93,852 +118%
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